Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$92.6M
2
+$57.3M
3
+$44.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$40.6M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.6M

Top Sells

1
+$50.5M
2
+$41.1M
3
+$28.4M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$22.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$19.7M

Sector Composition

1 Technology 8.95%
2 Consumer Discretionary 4.49%
3 Healthcare 4.47%
4 Financials 4.27%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1.23M 0.01%
15,858
+1,839
1002
$1.23M 0.01%
40,083
-2,293
1003
$1.23M 0.01%
185,435
+18,221
1004
$1.23M 0.01%
20,407
+1,947
1005
$1.23M 0.01%
47,309
1006
$1.22M 0.01%
32,793
+8,487
1007
$1.22M 0.01%
14,873
+1,606
1008
$1.22M 0.01%
47,205
1009
$1.22M 0.01%
11,656
+181
1010
$1.22M 0.01%
52,195
-360
1011
$1.21M 0.01%
44,388
-2,802
1012
$1.21M 0.01%
68,484
+8,754
1013
$1.2M 0.01%
12,928
+3,239
1014
$1.2M 0.01%
47,149
-12,226
1015
$1.2M 0.01%
31,140
+11,000
1016
$1.2M 0.01%
12,061
-414
1017
$1.2M 0.01%
+36,054
1018
$1.2M 0.01%
19,841
-815
1019
$1.2M 0.01%
68,515
+43,864
1020
$1.2M 0.01%
11,171
-3,334
1021
$1.2M 0.01%
16,358
+1,336
1022
$1.19M 0.01%
348,916
-27,700
1023
$1.19M 0.01%
65,991
+1,742
1024
$1.18M 0.01%
+25,013
1025
$1.18M 0.01%
18,902
+2,040
39 40
41
42 43